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WELCOME!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule online. For a consultation focused on your family or trusts and wills, schedule your Family Wealth Planning Session. For a consultation focused on your business, schedule your LIFT Your Life And Business Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning and business planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before.
And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, their loved ones, and their business.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
You’ve prepared your kids for the new school year…
But have you prepared them in case you are in an accident?
If you have minor children or own your home, then this will be the most important back-to-school preparation you do all year.
Here’s why.
The bone-chilling truth about what would happen to my kids if i was in an accident floored me. Did you know that if you’re in an accident, your kids could be taken into protective custody until the police can figure out who has legal authority to take them, even if you’ve named legal guardians for them in your will? That’s because the people who spend time with your kids don’t have that authority automatically.
To make sure your kids are not taken into the care of strangers even for a minute, you must set up your comprehensive Kids Protection Plan®. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones – usually, a simple will is simply not good enough.
So I have a question for you: Do you think it is possible that legal planning can be fast, fun and friendly?
In the past, you may have been too scared to ask a lawyer what to do or too busy to take care of it, or maybe you thought legal planning didn’t apply to you.
Listen, I know you are busy and the idea of asking a big law firm for help makes your knees knock. You want the straight scoop and someone you trust to help you understand what’s necessary to ensure your family is cared for in an emergency.
When you meet with me for your Family Wealth Planning Session, your will:
- Choose the right guardians for your kids and avoid making any of the six common mistakes most families (and even some lawyers) make when naming legal guardians.
- Learn the secret to protecting the money you leave behind from lawsuits, mistakes and divorce.
- Discover how to leave your loved ones a gift far greater than your money.
- Ensure your family never has to see the inside of a courtroom if anything happens to you.
- And so much more.
Be one of the first five families to schedule your Family Wealth Planning Session in August and we will waive our regular $750 planning session fee.
Schedule online here. Be sure to use the promo code BEPREPARED to ensure your Family Wealth Planning Session is complimentary.